Schwarz Dygos Wheeler Investment Advisors’s Apollo Global Management APO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Hold |
|
|||||
|
2025
Q2 | $511K | Hold |
|
|||||
|
2025
Q1 | $493K | Sell |
|
|||||
|
2024
Q4 | $661K | Sell |
|
|||||
|
2024
Q3 | $554K | Hold |
|
|||||
|
2024
Q2 | $523K | Sell |
|
|||||
|
2024
Q1 | $613K | Hold |
|
|||||
|
2023
Q4 | $508K | Hold |
|
|||||
|
2023
Q3 | $489K | Hold |
|
|||||
|
2023
Q2 | $419K | Hold |
|
|||||
|
2023
Q1 | $344K | Hold |
|
|||||
|
2022
Q4 | $348K | Hold |
|
|||||
|
2022
Q3 | $254K | Hold |
|
|||||
|
2022
Q2 | $264K | Hold |
|
|||||
|
2022
Q1 | $338K | Hold |
|
|||||
|
2021
Q4 | $395K | Hold |
|
|||||
|
2021
Q3 | $336K | Hold |
|
|||||
|
2021
Q2 | $339K | Hold |
|
|||||
|
2021
Q1 | $256K | Hold |
|
|||||
|
2020
Q4 | $267K | Buy |
|